Justin Lee Fort

Employer firm

Fort Advisors Inc CRD 299243

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PRIVATE INVESTMENT DUE DILIGENCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → Present
  Fort Financial Group
  Austin, TX
• 12/2009 → Present
  Amicord, Llc
  Austin, TX
• 04/2014 → 09/2016
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2019 → Present
  Fort Advisors
  Austin, TX
• 09/2016 → 11/2019
  Corecap Advisors
  Southfield, MI
• 07/2014 → Present
  Fort Wealth Management
  Austin, TX

Previous Registrations

• 2016-09-07 → 2019-11-19
  Corecap Advisors
  Austin, TX
  Southfield, MI
• 2014-04-15 → 2016-09-07
  Alphastar Capital Management
  Austin, TX
  Cornelius, NC
• 2012-06-27 → 2014-03-31
  Arbor Mutual Advisors, Inc.
  Austin, TX

Other Businesses

AMICORD LLC, A NON-INVESTMENT-RELATED INSURANCE AGENCY. LOCATED: 7701 SAN FELIPE BLVD., SUITE 100 AUSTIN, TEXAS 78729. 06/2009 TO PRESENT. POSITION: PRINCIPAL/AGENT. APPROXIMATELY 20-30 HOURS PER MONTH. Services provided clients as an added benefit as desired and on a needed basis. Services are flexible and can be put on hold to accommodate the needs of clients. Cake Partnership, LLC; Investment-related: No; Address: 17715 Sedona Way Cornelius, NC 28078; Nature of Business: Cake Partnership provides support for insurance agents and agencies; Position: Member; Start Date of Relationship: 7/6/2021; Hours/Months Devoted to the Business: Less than 5; Hours/Months During Trading Hours: Less than 5; Duties: None FORT WEALTH MANAGEMENT; ADVISORY FIRM; AUSTIN TX; PRESIDENT; START: 07/2014; TIME SPENT IN CONJUNCTION WITH INSURANCE AND INVESTMENT MANAGEMENT SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-18

Designations

• Certified Financial Planner